Advisors’ Guide to Impact: Deliver Real Value, Dodge Time-Waste Traps

I sat through another bad webinar… In the world of professional advisory, whether it’s consulting, coaching, or mentoring, the value of time cannot be overstressed. Time, after all, is the one commodity we cannot replenish. This understanding forms the bedrock of trust and value between an advisor and their client. It’s with this premise that…

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The 15 Rules of Advisory Service For Accountants

Breaking down the Cash Conversion Cycle

It doesn’t matter where I look, someone is talking about the need for accountants and bookkeepers to make the move to providing advisory services. I get it. This was a complaint I had of my accountant back in 2008. He could complete and file reports like nobody’s business, but when I asked him what I…

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